Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Prin Bond Market Index SA-Z in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $3.8M |
| 2 | DUAL NORTH AMERICA, INC. DUAL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 694 | $62.6M | $1.0M |
| 3 | PREFERRED CREDIT, INC. |
SAINT CLOUD MN |
| 238 |
| $21.8M |
| $714K |
| 4 | MUNICIPAL SECURITIES RULEMAKING BOARD MSRB 401(K) RETIREMENT PLAN | WASHINGTON DC | 133 | $53.2M | $559K |
| 5 | SELLMARK CORPORATION SELLMARK CORPORATION 401(K) PLAN | MANSFIELD TX | 143 | $3.6M | $458K |
| 6 | PROCEDE SOFTWARE LP PROCEDE SOFTWARE 401(K) PLAN | SOLANA BEACH CA | 132 | $8.7M | $303K |
| 7 | BARRATT ASSET MANAGEMENT LLC BAM 401(K) PLAN | CARMEL IN | 188 | $2.2M | $214K |
| 8 | HILLIS-CARNES ENGINEERING ASSOCIATES, INC. HILLIS-CARNES ENGINEERING ASSOCIATES, INC. 401(K) PLAN | ANNAPOLIS JUNCTION MD | 443 | $30.0M | $211K |
| 9 | TANDIGM HEALTH, LLC TANDIGM HEALTH, LLC 401(K) PLAN | WEST CONSHOHOCKEN PA | 249 | $39.3M | $177K |
| 10 | TRACKHOUSE ENTERTAINMENT GROUP, LLC TRACKHOUSE ENTERTAINMENT GROUP, LLC 401(K) PLAN | NASHVILLE TN | 171 | $13.7M | $114K |
